Gratus Wealth Advisors’s ExxonMobil XOM Stock Holding History

Gratus Wealth Advisors’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$934K	Buy	6,832 +34	+0.5%	+$5.09K	0.12%	64
2026 Q1	$1.15M	Buy	6,798 +184	+3%	+$26.9K	0.17%	54
2025 Q4	$796K	Sell	6,614 -155	-2%	-$18K	0.11%	71
2025 Q3	$763K	Sell	6,769 -55	-0.8%	-$6.11K	0.11%	72
2025 Q2	$736K	Hold	6,824	–	–	0.11%	72
2025 Q1	$812K	Sell	6,824 -299	-4%	-$33.1K	0.13%	68
2024 Q4	$766K	Sell	7,123 -695	-9%	-$81.3K	0.12%	69
2024 Q3	$980K	Sell	7,818 -175	-2%	-$20.2K	0.16%	62
2024 Q2	$928K	Sell	7,993 -154	-2%	-$17.9K	0.16%	59
2024 Q1	$966K	Buy	8,147 +2,865	+54%	+$300K	0.18%	55
2023 Q4	$528K	Buy	+5,282	New	+$555K	0.1%	84

Other funds holding XOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gratus Wealth Advisors's XOM Position: Q2 2026 in Review

Gratus Wealth Advisors increased its ExxonMobil (XOM) stake by 0.5% in Q2 2026, buying an estimated $5.09K and bringing the position to 6,832 shares worth $934K. The position accounts for 0.12% of the portfolio, ranked #64.

Gratus Wealth Advisors first reported a position in XOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q1 2026. 4,249 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

Gratus Wealth Advisors held 6,832 shares of ExxonMobil worth $934K as of Q2 2026.
Gratus Wealth Advisors bought 34 ExxonMobil shares in Q2 2026, an estimated $5.09K.
ExxonMobil made up 0.12% of Gratus Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Gratus Wealth Advisors first reported a position in ExxonMobil in Q4 2023 and has held it in 11 quarters since.
Gratus Wealth Advisors's ExxonMobil position peaked at $1.15M in Q1 2026.
4,249 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.